Scott McCaffrey
Wealth Management - Client Relationship Manager
- Role
- Wealth Management Client Relationship Manager at TIAA
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Scott McCaffrey
Proven business development professional both as an individual contributor and People Leader.• 25 year Investment Industry veteran most notably with Charles Schwab and TD Ameritrade. • I have been very fortunate to have worked as both a hands-on individual contributor and a people leader, partnering with advisors and internal teams to deliver investment solutions that align with real client goals.
Experience
Wealth Management Client Relationship Manager
Nov 2025 — Present · Pittsburgh, PA, US
Leading Wealth Management advisory teams to help high-net worth clients achieve their financial goals.
Skills
- New Business Development
- Finance
- Asset Management
- Financial Services
- Sales Management
- Portfolio Management
- Equities
- Financial Planning
- Retirement Planning
- Wealth Management
- Mutual Funds
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